Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ONEQ 0.00%
2 DFAT 0.00%
3 VTI 0.00%
4 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wells Fargo & Co 157.81K (3.77%) 0.00
Increased by 0.00%
Mar 31, 25
2 Bank of America Corp 147.26K (3.52%) 2.00
Increased by +0.00%
Mar 31, 25
3 American Express Co 134.91K (3.22%) 0.00
Increased by 0.00%
Mar 31, 25
4 Geode Capital Management, LLC 73.62K (1.76%) -1.16K
Decreased by -1.58%
Mar 31, 25
5 Vanguard Group Inc 71.29K (1.70%) 0.00
Increased by 0.00%
Mar 31, 25
6 Renaissance Technologies Corp 46.50K (1.11%) -7.10K
Decreased by -15.27%
Mar 31, 25
7 HRT FINANCIAL LLC 18.38K (0.44%) 18.38K
Increased by +100.00%
Mar 31, 24
8 FORTEM FINANCIAL GROUP, LLC 18.00K (0.43%) 0.00
Increased by 0.00%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 17.41K (0.42%) 0.00
Increased by 0.00%
Mar 31, 25
10 JANE STREET GROUP, LLC 11.33K (0.27%) 11.33K
Increased by +100.00%
Dec 31, 23
11 Schonfeld Strategic Advisors LLC 10.60K (0.25%) 200.00
Increased by +1.89%
Mar 31, 25
12 Tower Research Capital LLC 2.14K (0.05%) -121.00
Decreased by -5.66%
Mar 31, 25
13 FNY Investment Advisers, LLC 1.60K (0.04%) 0.00
Increased by 0.00%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 1.50K (0.04%) 0.00
Increased by 0.00%
Mar 31, 25
15 BlackRock Inc 1.39K (0.03%) 0.00
Increased by 0.00%
Mar 31, 24
16 Citigroup Inc 188.00 (0.00%) 188.00
Increased by +100.00%
Mar 31, 25
17 Advisor Group Holdings, Inc. 100.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
18 Royal Bank of Canada 21.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
19 FMR Inc 1.00 (0.00%) 1.00
Increased by +100.00%
Mar 31, 25
20 Atlas Capital Advisors 0.00 (0.00%) -1.42K
Decreased by N/A%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Institutional Extnd Mkt Idx Tr 71.29K (1.70%) 0.00
Increased by 0.00%
May 31, 25
2 Fidelity Nasdaq Composite ETF 37.54K (0.90%) 0.00
Increased by 0.00%
May 30, 25
3 Fidelity® Nasdaq Composite ETF 33.36K (0.80%) 0.00
Increased by 0.00%
Dec 29, 23
4 Fidelity Extended Market Index 21.19K (0.51%) -202.00
Decreased by -0.95%
Apr 30, 25
5 Vanguard Total Stock Mkt Idx Inv 20.80K (0.50%) -9.09K
Decreased by -43.70%
Apr 30, 24
6 Fidelity® Extended Market Index 16.35K (0.39%) 0.00
Increased by 0.00%
Nov 30, 23
7 Dimensional US Targeted Value ETF 9.85K (0.24%) 0.00
Increased by 0.00%
May 30, 25
8 Fidelity Nasdaq Composite Index 6.32K (0.15%) -714.00
Decreased by -11.30%
Apr 30, 25
9 NT Ext Equity Mkt Idx Fd - L 4.63K (0.11%) 0.00
Increased by 0.00%
Mar 31, 25
10 Northern Trust Extended Eq Market Idx 4.63K (0.11%) 0.00
Increased by 0.00%
Mar 31, 25
11 Fidelity Series Total Market Index 4.61K (0.11%) -467.00
Decreased by -10.14%
Apr 30, 25
12 SSgA U.S. Extended Market Index Class I 4.50K (0.11%) 0.00
Increased by 0.00%
Dec 31, 23
13 State St US Extended Mkt Indx NL Cl C 4.50K (0.11%) 0.00
Increased by 0.00%
May 31, 25
14 DFA US Targeted Value I 3.88K (0.09%) 0.00
Increased by 0.00%
Apr 30, 25
15 Fidelity® Series Total Market Index 2.86K (0.07%) 0.00
Increased by 0.00%
Nov 30, 23
16 SSgA U.S. Total Market Index Strategy 1.89K (0.05%) 40.00
Increased by +2.12%
Mar 31, 25
17 Fidelity Total Market Index 1.88K (0.04%) 0.00
Increased by 0.00%
Apr 30, 25
18 Spartan Extended Market Index Pool F 1.30K (0.03%) 202.00
Increased by +15.55%
Apr 30, 25
19 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 1.11K (0.03%) 9.00
Increased by +0.81%
Mar 31, 25
20 NT Ext Eq Mkt Indx Fd DC Lend T3 1.10K (0.03%) 1.10K
Increased by +100.00%
Dec 31, 24